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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,244 | $91,559-56.0% | $133,971-70.0% | $79,852-49.6% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 14.55% | 61.85%-47.3pp | 45.09%-30.5pp | 31.72%-17.2pp |
| Employer contribution / active EE | $2,486 | $2,384+4.3% | $3,919-36.6% | $2,471+0.6% |
| Participant deferral / active EE | $3,553 | $3,734-4.9% | $5,047-29.6% | $3,740-5.0% |
| Admin fee / account holder | $613 | $6,321-90.3% | $8,929-93.1% | $5,306-88.4% |